Unclaimed Profile

Gary Alan Shaw

SHAW FINANCIAL SERVICES, LLC·EDMOND, Oklahoma

Clean recordSHAW FINANCIAL SERVICES, LLC

2901 SOUTH BRYANT AVENUE, EDMOND, OK 73013CRD# 4915814Firm CRD# 306480

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Alan Shaw · EDMOND, OK

Registration

CRD #4915814 · SHAW FINANCIAL SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gary Alan Shaw is a registered financial advisor based in EDMOND, Oklahoma, affiliated with SHAW FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

Speak with Gary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gary is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

FORGE FINANCIAL SERVICES, LLC

FORGE FINANCIAL

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FORGE FINANCIAL SERVICES, LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4915814

Firm CRD# 306480

View on FINRA BrokerCheck →

Looking for a financial advisor in EDMOND?

Browse all registered financial advisors in EDMOND, Oklahoma or claim this profile if it's yours.

Browse EDMOND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gary Alan Shaw offer?

Gary Alan Shaw specializes in Investment Management, Fee-Only Advisory. Contact their office in EDMOND, Oklahoma for a consultation.

What are Gary Alan Shaw's credentials?

Gary Alan Shaw is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Alan Shaw located?

Gary Alan Shaw is based in EDMOND, Oklahoma, working with SHAW FINANCIAL SERVICES, LLC. Their office serves clients in the EDMOND metropolitan area and surrounding communities.

How does Gary Alan Shaw charge for services?

Gary Alan Shaw's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHAW FINANCIAL SERVICES, LLC?

SHAW FINANCIAL SERVICES, LLC has approximately 14 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →